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What makes BD3 such an innovative solution for financial advisors?

At SS&C Advent, we take a long look at the needs of the modern advisor because we continually ask ourselves one question: What problems are advisors facing and how can we help?

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Posted in Wealth Management and Financial Planning

Smoothing out returns for clients amid market volatility

Several academic studies have shown that people, on average, fear loss much more than they appreciate gain. Most investors want the magic formula: sizable returns with no risk. They want to grow wealth or live off the income generated from

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Posted in Technology, Uncategorized

Capturing opportunity with new technology

It’s well reported that 10,000 baby boomers retire every day. In this phase, their trusted relationship with their advisor is of utmost importance as they look to maintain their wealth and plan an eventual transfer of assets to their heirs.

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Posted in Technology

Recap: The 2017 Pershing INSITE Conference

Continuing the industry’s focus on technology to help advisors run a better business, Pershing’s INSITE conference last week in sunny San Diego took that theme to the next level with the launch of its new “Integrated Wealth Experience” initiative.

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Posted in Technology

Tech trends for financial advisors: A conversation with Joel Bruckenstein

In a recent webinar, Bob Conchiglia, VP, Advisory Sales for SS&C Advent sat down with Joel Bruckenstein, Producer of the esteemedT3 Advisor Conference, to talk about key opportunities and challenges with technology for financial advisors. The conversation stemmed from this

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Posted in Advisors, Black Diamond Performance Reporting, Technology, Wealth Management and Financial Planning

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